Investingly vs YCharts
YCharts is a research and client proposal platform for financial advisors and asset managers, with fund, stock and economic data and an AI agent. Here's how the two compare, including where YCharts is the better pick.
Prices and features checked October 9, 2026The short answer
YCharts is built for advisors: funds, economic data, proposals and portfolio tools, priced by sales call. Investingly is built for individual investors picking US stocks, with a published price of $30 a month.
Side by side
Prices in US dollars, per month unless shown otherwise.
| Investingly | YCharts | |
|---|---|---|
| Monthly price | $30 | Not shown; call for pricing |
| Yearly price | $240 ($20/mo), or $299 once for life | Not shown; call for pricing |
| Free plan | Yes: 1 watchlist, 5 screener filters, 5 AI questions, DCF and modeling | Not listed* |
| Free trial | 7 days of Pro, no card | 7 days |
| Coverage | US-listed companies (SEC filers), incl. foreign companies listed in the US | 100,000 securities and 500,000+ economic indicators |
| Financial statements | From SEC filings, 15+ years; revenue by segment, product and region | 4,000+ metrics and SEC filings |
| Valuation models | Reverse DCF, DCF, IRR and comparables | Not listed* |
| Superinvestor 13F portfolios | 80 investors, quarter-by-quarter buys and sells | Not listed* |
| Insider buying | Daily feed of open-market purchases (Form 4) | Not listed* |
| Alerts | Buy/sell targets by email; new filings, insider buys and 13F moves | SEC filing, news and price movement alerts |
| AI research | Bring your own Claude or ChatGPT key | Yes: an AI agent |
| Mobile | Works in the phone browser (no app) | Not listed* |
* Not listed: we didn't find it on YCharts's pricing or feature pages when we checked. It may exist; check their site.
Where each one is stronger
No tool is best at everything.
YCharts is stronger at
- Fund, ETF and economic data alongside stocks.
- Client proposals, risk tools and integrations with advisor software.
- An AI agent that can run tasks on a schedule.
- Dedicated onboarding and support.
Investingly is stronger at
- A published price: $30 a month, $240 a year or $299 once.
- Reverse DCF, DCF and IRR models.
- 13F portfolios of 80 superinvestors and a daily insider-buying feed.
- A free plan that stays after the trial.
Which one should you pick?
Pick YCharts if
You are an advisor who needs fund data, proposals and client reporting.
Pick Investingly if
You are an individual investor researching and valuing US companies.
Questions
Is Investingly a good YCharts alternative?
Investingly is the better fit if you are an individual investor researching and valuing US companies. YCharts is the better fit if you are an advisor who needs fund data, proposals and client reporting.
How much does YCharts cost compared with Investingly?
YCharts's pricing page shows: Not shown; call for pricing; yearly: Not shown; call for pricing. Investingly is $30 a month or $240 a year, with every tool included. Prices checked October 9, 2026.
Can I try Investingly for free?
Yes. Every new account gets 7 days of Pro with no card, then stays on the Free plan unless you upgrade.
Sources
Read on October 9, 2026. Prices change; the links show the current ones.